Good document for beginners about "What are Multi-Bagger stocks and How to find them?". h/t @TradeBrainsGrp @kritesh_rocks 👏

tradebrains.in/wp-content/upl…
Traits of Multi-bagger stocks ⬇️
How to find multi-bagger stocks ⬇️
My comments :
It's easy for beginners to be attracted to the hype of multi-baggers (or someone else's returns), skip the required research and get into lower quality companies but cheaper looking stocks.
The goal should be to build a process where you develop a circle of competence, identify/buy quality Co.'s at decent prices, have a clear thesis & know what to monitor, ignoring the market noise (as long as thesis holds/improves), practice patience and long-term holding.

• • •

Missing some Tweet in this thread? You can try to force a refresh
 

Keep Current with Ram Bhupatiraju

Ram Bhupatiraju Profile picture

Stay in touch and get notified when new unrolls are available from this author!

Read all threads

This Thread may be Removed Anytime!

PDF

Twitter may remove this content at anytime! Save it as PDF for later use!

Try unrolling a thread yourself!

how to unroll video
  1. Follow @ThreadReaderApp to mention us!

  2. From a Twitter thread mention us with a keyword "unroll"
@threadreaderapp unroll

Practice here first or read more on our help page!

More from @RamBhupatiraju

26 Sep
Excellent compilation of Quarterly Fund Letters to Investors. h/t @Vintage_Value 👏

From this list, I always look forward to the updates from @IntrinsicInv @SagaPartners @AltaFoxCapital @BaillieGifford @HaydenCapital @OctahedronCap and few others.

vintagevalueinvesting.com/the-complete-l…
I love this new format even more as it lists the stocks mentioned (if any in detail) in the letters.

Always good to read well researched/written long or short commentary from some smart investors on our Portfolio/Watchlist companies. Image
My fav pts from some new ones I read recently in the thread below.

✔️Guardian Funds on investing in
-Thriving Digitally native businesses
-Founders that focus on culture, innovation, long-term thinking
-having an owner mindset as an investor

$SHOP, $SPOT, $RBLX and $PLTR Image
Read 5 tweets
22 Sep
Thesis for🔟of my positions. The Fun version. Don't worry, I have a proper thesis too.

This is just a fun exercise, to zoom out from Stock prices, Quarterly Reports and look at the core customer value proposition.

$DOCU $TWLO $SHOP $DDOG $CRWD $UPST $ETSY $ABNB $GDRX $TTD
1⃣ $DOCU

Anyone who signs stuff - "I can't wait to get back to pen/paper signing and waste a bunch of time going around places signing stuff."
2⃣ $TWLO

Developers : I hate using easy-to-use Communication APIs in all my channels and would love to re-create the wheel myself by spending a lot of time/effort.
Read 14 tweets
21 Sep
My Google Finance screenshot from 10 yrs ago (Aug 2011).

Look where the indices and stocks shown were trading back then vs now. (Compare Mktcaps, not prices as many of them had splits over the yrs).

$AAPL $ADBE $AMZN $CMG $GOOG $ISRG $LULU $MA $MELI $MSFT $NFLX $NVDA $V
We went thru US and Eurozone recession fears, three US Presidential elections, Brexit, Terrorism events, many Taper tantrums, a deadly Pandemic and many more major events/headlines and here we are.
I take screenshots like these during Bear Markets and extreme volatility periods (took many during GFC, Fall 2011, Feb 2016, 4Q-2018, March 2020...) as a reminder that whatever is the news of the day will blow over and the real issues (GFC/COVID...) will get resolved with time.
Read 12 tweets
20 Sep
"The Five Rules of Successful Stock Investing" by Pat Dorsey is one of the best books for individual investors (Top 5 in my opinion). Excellent summary of that book. h/t @suru27 👏

My fav slides in the thread below. ⬇️

slideshare.net/suru27/book-su…
The 5⃣ Rules to Follow ⬇️ Image
7⃣ Mistakes to Avoid ⬇️ Image
Read 11 tweets
17 Sep
My fav non-Tech, US based Co.'s. ~6⃣0⃣ names.

I love my Tech names for a majority of my Portfolio (BigTech, Small Tech, HW, SaaS, E-Commerce, FinTech, Consumer Tech), but there's plenty of great Co's outside of these.

Few of the other Sectors & my fav names in there.⬇️
✔️US based
✔️Tech (in a traditional sense) is not the main product of these Co.'s although they leverage it.
✔️Many of these have a mix of some of these below characteristics
✔️Great products/services
✔️Long-term oriented Mgmt teams
✔️Customer obsession
✔️Differentiated Biz Model
✔️Durable demand
✔️Innovative culture
✔️Lean operations
✔️Good Financial governance
✔️Very moaty or critical in their value chain
✔️Mkt (S&P) beaters over the 5/10 yr periods
Read 13 tweets
17 Sep
"40 invaluable investing lessons" by Tony Deden (Chairman of Edelweiss Holdings) is such a great read for long-term investors. Worth re-reading once an year.

cc: @dmuthuk @Gautam__Baid @iancassel

My fav parts in the thread below.

thewoodshedd.com/docs/40%20%27i…
Some great pts
On what can go wrong and 3 components that make investments endure the test of time.
Read 6 tweets

Did Thread Reader help you today?

Support us! We are indie developers!


This site is made by just two indie developers on a laptop doing marketing, support and development! Read more about the story.

Become a Premium Member ($3/month or $30/year) and get exclusive features!

Become Premium

Too expensive? Make a small donation by buying us coffee ($5) or help with server cost ($10)

Donate via Paypal Become our Patreon

Thank you for your support!

Follow Us on Twitter!

:(